Investment Funds Performance
Diversified and Thematic
Fund Name |
1 Month |
6 Months |
1 Year |
2 Years |
3 Years |
5 Years |
|---|---|---|---|---|---|---|
High Growth Fund |
5.04% |
-0.42% |
11.61% |
14.16% |
||
Growth Fund |
3.99% |
-0.13% |
10.58% |
12.39% |
9.80% |
8.48% |
Balanced Fund |
2.88% |
-0.20% |
8.99% |
9.99% |
7.69% |
5.86% |
Conservative Fund |
0.67% |
0.68% |
7.05% |
6.43% |
4.44% |
1.78% |
Homes and Income Fund |
0.20% |
1.94% |
4.89% |
Single Sector
Fund Name |
1 Month |
6 Months |
1 Year |
2 Years |
3 Years |
5 Years |
|---|---|---|---|---|---|---|
NZ Share Fund |
4.59% |
-4.87% |
4.30% |
2.65% |
3.62% |
2.88% |
NZ Bond Fund |
-0.54% |
1.69% |
6.75% |
4.75% |
3.27% |
-0.92% |
NZ Cash Fund * |
0.35% |
2.19% |
5.49% |
4.08% |
||
Hedged Global Share Fund |
5.98% |
-0.07% |
12.39% |
18.32% |
||
Unhedged Global Share Fund |
5.43% |
0.58% |
17.35% |
19.38% |
||
Hedged Global Bond Fund |
-0.52% |
0.28% |
4.96% |
3.38% |
These returns are to 31-05-2025 and are before tax and after fund management fees. Past performance is not necessarily an indicator of future performance and return periods may differ.
* This return includes the performance of the Defensive Investment Fund before the 1st of July 2024.